PEOPLE DESERVE TO UNDERSTAND WHAT’S
HAPPENING WITH THEIR MONEY.
Have you ever sat across from a financial advisor and thought they were speaking a completely foreign language? And yet, they were talking about your money, your life, and your future.
At Day Hagan Private Wealth, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
+ WHAT ARE YOU GOING TO DO WITH MY MONEY?
At Day Hagan Private Wealth, we believe that it is vital to get to know you and discuss what’s most important to you. We’re going to figure our your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing the rate of return needed on your investments in order to pursue those outcomes. After we determine that rate of return, we allocation your money to our various investment strategies designed to help you accomplish those goals.
+ CAN YOU HANDLE THE COMPLEXITY OF MY SITUATION?
We work with a wide variety of clients - everyone from high net work investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped lots of families navigate their complex financial needs and guided them through life’s major decisions.
+ HOW CAN YOU MAKE MY LIFE EASIER?
As your trusted advisor, we are focused on adding convenience and simplicity to your life. We will make sure you are educated on your investments and how we manage your money - as much or as little information as you would like.
Whether you are investing hundreds or millions at Day Hagan Private Wealth, we are about much more than results - we are about helping you understand where those results have come from and why the strategy works. If you are tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.